Benjamin A. Lee, Cfp®, Cim®, F CSI®
About Benjamin A. Lee, Cfp®, Cim®, F CSI®
Ben Lee is a founding member of LSBB (Lee Stuart Bryson Biro) Family Office in Markham, one of the pre-eminent advisory teams at TD Wealth Private Investment Advice. Founded in 1993, LSBB Family Office is one of Canada’s leading wealth managers, entrusted with over $2.5 billion in assets under administration. Our team of professionals offer over 100 years of combined wealth management experience and the industry’s leading designations, accreditations and degrees. LSBB provides tailored discretionary and non-discretionary portfolio management advice; lifestyle protection; strategies to help fund real estate and education purchases; wealth planning for retirement, tax-efficient inter-generational wealth transfer and legacy creation, and more. All of these services* are interconnected and must be considered in context of each other. With over 27 years in wealth management, Ben has been a member of the TD Wealth Private Investment Advice President’s Club* for over a decade (from 2007 to 2021) – a distinction awarded to TD's top performing wealth managers, in part for maintaining a high level of professional business conduct and consistently demonstrating integrity and the highest ethical standards. Our team is comfortable working with clients in English, Mandarin and Cantonese Ben’s talent for nurturing warm relationships combined with his proven track record for systematically growing portfolios has earned him an enviable reputation for delivering sustained results. Married with three children, Ben and his family enjoy international travel, skiing and scuba diving. *some services mentioned are provided in collaboration with TD specialists *President's Club: meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards LSBB | Lee Stuart Bryson Biro | Family Office is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. Information provided is intended for Canadian residents and does not constitute advice. /*********/ Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer